2008 Updates
December, 2008 UpdatesSalesDoc Architect Version: 6.15 SALESDOC ARCHITECT (END-USER) FUNCTIONALITY CHANGESNEW! The total price for options packages will not be calculated on the customer pricing schedule if users do not select any pricing-related options (Show total price at top of schedule, Show extended list price, etc.). In addition, the “associated services/equipment” row will not mention discounts if no pricing-related options are selected. NEW! The Jump button now pulls the Jump point to the very top of the screen for faster navigation. SALESDOC ARCHITECT MANAGER FUNCTIONALITY CHANGESNEW! You can now automatically generate a schedule of supported parts that shows the specific list of parts covered by your support plan. Administrators and users define which parts to include on the schedule by setting a yes/no flag against each Pricing Category that appears on SalesDoc Architect’s Pricing tab. All configured parts that belong to a Pricing Category with Support = “Y” will be included on the schedule of supported parts. For further information, please see the “Incorporating Support Plans into SalesDoc Architect” Help topic within SalesDoc Architect Manager, or read our ‘Schedule of Supported Parts’ Functionality Added article on The Productivity Edge. NEW! A new template file (PartsImport-Simple.xlt) has been added to the PQManager\Templates folder that provides a simple template for creating a list of parts (and associated data) to import into SalesDoc Architect Manager’s database via Tools, Import. Of course, you can choose to import more or less fields of data, but this template lists the most-used fields. Any field in the Parts Master can be added to the import file as long as the first row of the import sheet contains fieldnames that are spelled exactly the same as those in the Parts Master. HELP FILE AND USER GUIDE UPDATESThis month, we have updated the help files for both SalesDoc Architect (the end-user application) and SalesDoc Architect Manager (the application for SalesDoc Architect administrators). In addition, we have updated the PDF user manuals with tables of contents and bookmarks that make it very easy to navigate amongst the various topics. Check out the updates by downloading the SalesDoc Architect end-user guide and SalesDoc Architect Manager user guide. VENDOR CONTENT CHANGES – MITELBesides adding, discontinuing or updating Mitel parts and associated pricing and engineering data, the following changes have been made… 3300ICP tab:
SX200 tab:
6500Spch tab:
6100CCS tab:
VENDOR CONTENT CHANGES – NORTELThe following proposal document sections have been added or discontinued:
VENDOR CONTENT CHANGES – SHORETELThe following proposal document sections have been added or updated:
************************************************************************** November, 2008 UpdatesSalesDoc Architect Version: 6.1 SALESDOC ARCHITECT FUNCTIONALITY CHANGESNumerous end-user and SalesDoc Architect Manager changes were made in September, and we’d suggesting reviewing these important changes if you are not familiar with them. We’ve also added the following feature to the Options functionality… NEW! You can hold system discount dollars constant across all options by clicking the check box at the bottom of the Options dialog (obtained by clicking the Options button). Normally, the system discount percentage remains the same and as options are added the system discount dollars will increase. By holding the system discount dollars constant, the system discount dollars (instead of the percentage) remains the same as options are added, with the net effect that the system discount percent goes down as options are added. This enables you to capture more profit margin as options are added since the system discount percentage is in effect not being applied to the options. For example, if the sell price of the core solution is $1000 and an additional option costs $500 where the system discount is 10%, under normal circumstances the system discount would be applied to both the core solution and the additional option (with system discount dollars = $100 for the core solution and $50 for the option). If the system discount dollars are held constant, the $100 discount would be applied to the core solution, but the additional $50 system discount for the option would not be calculated. NEW! The Price Book has been modified to extend the length of the part number column as well as to show cents in the MSRP column. HELP FILE AND USER GUIDE UPDATESWe have recently updated the help files for both SalesDoc Architect (the end-user application) and SalesDoc Architect Manager (the application for SalesDoc Architect administrators). In addition, we have updated the PDF user manuals with tables of contents and bookmarks that make it very easy to navigate amongst the various topics. Check out the updates by downloading the SalesDoc Architect end-user guide and SalesDoc Architect Manager user guide. VENDOR CONTENT CHANGES – MITELBesides adding, discontinuing or updating Mitel parts and associated pricing and engineering data, the following changes have been made… 3300ICP tab:
SX200 tab:
SX2000 tab:
In addition, the following proposal doc sections have been added or modified: mitelprop – 5330 (phone picture is now the backlit version), mitelprop – 5304, mitelprop – 5606 & 5606+, mitelprop – ip-dect overview, mitelprop – 5602, mitelprop – ip-dect mssg gtwy, mitelprop – ip-dect base stns. VENDOR CONTENT CHANGES – INTER-TELWe’ve modified the Mitel Sales Workbench import to now accommodate the “MC” discount category. For more information, please see our full explanation of the Mitel discount/pricing category changes. VENDOR CONTENT CHANGES – NORTELA new proposal doc section (nortelbuscommmgr450) has been added for the Business Communication Manager 450. Also, the Nortel config import function now accommodates XLT files. ************************************************************************** October, 2008 UpdatesSalesDoc Architect Version: 6.0 SALESDOC ARCHITECT FUNCTIONALITY CHANGESNumerous end-user and SalesDoc Architect Manager changes were made last month, and we’d suggesting reviewing these important changes if you are not familiar with them. HELP FILE AND USER GUIDE UPDATESWe have recently updated the help files for both SalesDoc Architect (the end-user application) and SalesDoc Architect Manager (the application for SalesDoc Architect administrators). In addition, we have updated the PDF user manuals with tables of contents and bookmarks that make it very easy to navigate amongst the various topics. Check out the updates by downloading the SalesDoc Architect end-user guide and SalesDoc Architect Manager user guide. VENDOR CONTENT CHANGES – MITELBesides adding, discontinuing or updating Mitel parts and associated pricing and engineering data, the following changes have been made… 3300ICP tab:
SX200 tab:
NuPoint tab:
VENDOR CONTENT CHANGES – SHORETELThe following document sections have been added to, changed or deleted from the ShoreTel document library…
************************************************************************** September, 2008 UpdatesSalesDoc Architect Version: 6.0 SALESDOC ARCHITECT (END-USER) FUNCTIONALITY CHANGESNEW! We’ve made it easy for you to present different add-on options to your customers with SalesDoc Architect’s new options functionality. Simply select the items that you’d like to present as an option and click the new Options button to associate the items with an options “package”. When you generate a schedule of equipment and services, each options package will appear at the end of the schedule, with pricing subtotaled for each package. The new options functionality intelligently factors in any products or services that are configured by items that have been selected for inclusion in an options package. For more information, please click the Options button, then Help. NEW! We’ve added two new options to the dialog box for the schedule of equipment and services:
NEW! You can now set your default options for the schedule of equipment and services by clicking the SalesDoc Architect button, then Setup, then “Set pricing schedule defaults”. NEW! All tabs that are brought into SalesDoc Architect via the Get Tabs button will be time-stamped with a version date based on the file date of the “raw” tab. When you subsequently open a previously configured SalesDoc Architect file, SalesDoc Architect will check for new tab updates. If a new tab version is found, SalesDoc Architect will turn the “Tab Version:” label red and list the version date of the new version within the tab so that you know that there’s a new version available. Note to SalesDoc Architect administrators: we recommend that you remove “Tab version” from your “raw” tabs as the version date will be auto-generated when a tab is brought into a SalesDoc Architect file. NEW! “Replace tab with new (blank) version” has been added as an option under the “Update tab(s)” button. This enables you to quickly delete the current tab within the SalesDoc Architect file and replace it with a new version of the tab. Please note that the new version will be blank (i.e., with no user inputs) and will require that the user re-enter all information. SALESDOC ARCHITECT MANAGER FUNCTIONALITY CHANGESNEW! Multiple document/part and item/part associations can be quickly imported into SalesDoc Architect Manager using the new import functions found under the Tools menu, eliminating the need to program in the associations one at a time via the Engineering view within the Parts Master. For more information, please click Tools, Import, then Help. NEW! A reports menu has been added to SalesDoc Architect Manager’s toolbar that opens up Reports.xls, enabling you to create Excel-based reports for…
HELP FILE AND USER GUIDE UPDATESWe have recently updated the help files for both SalesDoc Architect (the end-user application) and SalesDoc Architect Manager (the application for SalesDoc Architect administrators). In addition, we have updated the PDF user manuals with tables of contents and bookmarks that make it very easy to navigate amongst the various topics. Check out the updates by downloading the SalesDoc Architect end-user guide and SalesDoc Architect Manager user guide. VENDOR CONTENT CHANGES – MITELBesides a handful of discontinued parts and pricing changes, there have been no major changes in this release. VENDOR CONTENT CHANGES – INTER-TELAll Inter-Tel proposal documents have been updated so that all mentions of “Inter-Tel” have been changed to “Mitel”. In addition, the following NEW proposal documents have been added:
Finally, actual cost will be imported into SalesDoc Architect for all parts imported from the Mitel Sales Workbench that are mapped to SalesDoc Architect’s “Inter-TelND” vendor discount category (currently, the Mitel categories mapped to “Inter-TelND” are M8 [mostly Commsource items] and 0 [customer-supplied items]). For more details on how Mitel discount categories are mapped to SalesDoc Architect discount categories when importing quotes from the Mitel Sales Workbench, see our discussion of Mitel discount structure changes. ************************************************************************** August, 2008 UpdatesSalesDoc Architect Version: 5.2 SALESDOC ARCHITECT (END-USER) FUNCTIONALITY CHANGESNEW! We’ve made a few enhancements to the schedule of equipment and services to provide a cleaner look: The Description column dynamically resizes to maximize its size and minimize wrapping. A row is inserted before each product category grouping to provide more “white space” and a cleaner look. You can now output part notes even if part number is deselected on the dialog box for the schedule of equipment and services. HELP FILE AND USER GUIDE UPDATESWe have recently updated the help files for both SalesDoc Architect (the end-user application) and SalesDoc Architect Manager (the application for SalesDoc Architect administrators). In addition, we have updated the PDF user manuals with tables of contents and bookmarks that make it very easy to navigate amongst the various topics. Check out the updates by downloading the SalesDoc Architect end-user guide and SalesDoc Architect Manager user guide. VENDOR CONTENT CHANGES – MITELWe have substantially modified our approach to pricing and discounts for Mitel/Inter-Tel solutions. Vendor discount categories have been simplified to the following list of categories (new categories are highlighted in red)…
We have also modified our pricing categories (the categories against which users apply discounts or markups to determine customer pricing) to the following (new categories are highlighted in red)…
The transition to the new approach is very easy and for the most part automatic. The only exceptions are the following: You will need to enter your Mitel discounts against the new Mitel-HW, Mitel-SW, MitelWD-HW and MitelWD-SW vendor discounts in the Vendor Discount Categories table (found under the Categories menu in SalesDoc Architect Manager). If you use a markup-based approach to calculating Mitel sell pricing, you will also need to enter your default markups in the US Reseller Discount/Markup column for each of these vendor discount categories. You MAY need to re-order how your pricing and vendor discount categories appear in SalesDoc Architect via the Vendor Discount Categories and Pricing Categories tables. For existing quotes, users can either continue to use the old setup or click Update All Tabs to refresh the pricing with the new category structure. If a user has entered any discounts against the old Mitel pricing categories in an existing quote, they will need to reset the discounts under the new approach (NOTE: if the system discount was the only discount applied, then the user will NOT need to reset customer discounts). For more information, please see our full explanation of the Mitel discount/pricing category changes. SX200 tab: CIM Card selection corrected for MX Hospitality Package Hardware Selection when ADDITIONAL ASU lls are CALCULATED. Miscellaneous Items DELETED in accordance with Elite Dealer Price Listings. 3300ICP tab: New Part Number 50005103 “16 PORT ONS LINE CARD” ADDED. New Part Number 50005533 “3300 16 PORT ONSP LINE CARD” ADDED. Miscellaneous Items DELETED in accordance with Elite Dealer Price Listings. 6100CCS Tab: Miscellaneous Items DELETED in accordance with Elite Dealer Price Listings. SX2000 tab: New Part Number MSA-A-38 “Configuration Management #1” ADDED. Miscellaneous Items DELETED in accordance with Elite Dealer Price Listings. NuPoint Tab: New Part Number 50004160 “NPM IP NP View LCL Client License – 5 Additional” ADDED. New Part Number 51012762 “HP DL320G5 80GB SATA Drive” ADDED. Miscellaneous Items DELETED in accordance with Elite Dealer Price Listings. VENDOR CONTENT CHANGES – INTER-TELThere have been no major changes in this release. However, a new “Inter-TelND” (non-discountable) pricing category has been added. ************************************************************************** July, 2008 UpdatesSalesDoc Architect Version: 5.2 SALESDOC ARCHITECT MANAGER CHANGESNEW! We’ve added “Item Categories” and “Product Categories” to the list of available reports in Reports.xls (found in the PQManager folder of your SalesDoc Architect installation directory). HELP FILE AND USER GUIDE UPDATESWe have recently updated the help files for both SalesDoc Architect (the end-user application) and SalesDoc Architect Manager (the application for SalesDoc Architect administrators). In addition, we have updated the PDF user manuals with tables of contents and bookmarks that make it very easy to navigate amongst the various topics. Check out the updates by downloading the SalesDoc Architect end-user guide and SalesDoc Architect Manager user guide. VENDOR CONTENT CHANGES – MITELBesides adding, discontinuing or updating Mitel parts and associated pricing and engineering data, the following changes have been made… The function to import CSV files exported from the newly-released Mitel Sales Workbench (MSW) tool has been revised: Upon import, discount category M8 is mapped to PriceCat = “MitelND” and vendor discount category = “Inter-TelND” Upon import, discount category “0″ (CommSource parts) is mapped to PriceCat = “Misc” and vendor discount category = “Inter-TelND”. In addition, the actual costs for these items are imported as well, as the discounts vary by part number and can’t be set at the category level. Note: make sure to select the “itemized” option when exporting the CSV file from MSW. SX200 tab: A NEW “Software Feature Selection” table has been added at top of the tab. This allows users to configure certain software options, then switch amongst the various base packages or stand-alone controllers to determine the most cost-effective solution for the customer. In some cases, the software options might already be included in the base package. CIM Card selection corrected for MXe Basic Controller Selections. New 24 Port ONSp Card (P/N 50005731) ADDED per MOL Bulletin PA20080193 & PB20080119. 3300ICP tab: A NEW “Additional IP device capacity” input cell has been added at the top of the tab. This enables users to specify additional room for device growth (e.g., if 25 actual devices are configured but the user enters “additional capacity” for 100 devices, then the base software package with a capacity of 200 devices will be configured). Please note that this additional device capacity does NOT configure more device licenses. The 6010 Stand alone Teleworker Solution P/N 53001220 has been marked MD (manufacturing discontinued) as of September 2, 2008 and replaced by the New MITEL Application Suite components configured/priced on the new MASuite Tab (see below). Tenanting Software now DEFAULTS to 1 in Quantity column. This is a no charge item. SX2000 Migration Campaign Rebates ADDED and Tab Section for “Configuration for SX2K Migration to 3300ICP Campaign (See PB20080111)” UPDATED accordingly for Non Redundant and Microlight system Upgrades. MASuite Tab: NEW Price Quote Configuration and Pricing tab ADDED per MOL Bulletin(s) PA20080139, PB20080075 and PB20080107. 6510 tab: IBM Server P/N 50005692 3200 Rated MD and replaced by P/N 50005691 IBM 3500 Server per MOL Bulletin PB20080117. NuPoint Tab: New Server option P/N 51012658 HP DL320G5p Xeon DC, 4GB, 2x250GB, DVD added per MOL Bulletin PB20080115. The following proposal section has been added: Mitel Application Suite VENDOR CONTENT CHANGES – INTER-TELThere have been no major changes in this release. However, a new “Inter-TelND” (non-discountable) pricing category has been added. VENDOR CONTENT CHANGES – NORTELThe following proposal sections have been added: Nortel Ethernet Routing Switch 2500 Series Nortel Ethernet Routing Switch 4500 Series Nortel Ethernet Routing Switch 5500 Series Nortel Ethernet Switch 8600 Series Nortel Ethernet Routing Switch 8661 Nortel m3905 Call Center Telephone VENDOR CONTENT CHANGES – SHORETELThe following proposal sections have been added: ShoreTel Small Business Edition (SBE) bundle Shoregear Small Office 30 IP 115 set – 1 line, 6 feature keys IP 265 set – 6 line, 8 feature keys IP 565g set – color display, Bluetooth interface IP8000 conference phone Conference Bridge – configurations up to 96 ports ShoreTel Mobile Call Manager (MCM) ShoreWare Professional Call Manager (PCM) ShoreTel Microsoft Dynamics CRM Integration ShoreTel Converged Conferencing: collaboration solution w/ audio conf, app sharing, IMing, etc ShoreTel NetSuite Integration Application ShoreTel Developer Network program ************************************************************************** June, 2008 UpdatesSalesDoc Architect Version: 5.15 EASIER SALESDOC ARCHITECT INSTALLATION PROCESS (AND REVISED SETUP FILES)We have revised our setup files to make it easier to install additional users who have access to a shared drive where SalesDoc Architect updates are stored. New users simply need to run the setup file, connect to the Updates folder on the shared drive, then click “Install SalesDoc Architect updates” to get up and running; there is no longer a need to manually copy and run the application and data update files. Please refer to the SalesDoc Architect administrator update email sent by “Cors Productivity Solutions” for the links to download the revised setup files. Also, please refer to the help files for revised SalesDoc Architect installation instructions. HELP FILE AND USER GUIDE UPDATESWe have recently updated the help files for both SalesDoc Architect (the end-user application) and SalesDoc Architect Manager (the application for SalesDoc Architect administrators). In addition, we have updated the PDF user manuals with tables of contents and bookmarks that make it very easy to navigate amongst the various topics. Check out the updates by downloading the SalesDoc Architect end-user guide and SalesDoc Architect Manager user guide. VENDOR CONTENT CHANGES – MITELBesides adding, discontinuing or updating Mitel parts and associated pricing and engineering data, the following changes have been made… A new import function has been added to support importing CSV files exported from the newly-released Mitel Sales Workbench (MSW) tool. You will see TWO import options: an option to import XML files from the old version of MPT, and an option to import CSV files from MSW. When exporting from MSW, make sure to select the “itemized” option. SX200 tab: Comments added for SX200 Peripheral Node (P/N 50002286) per MOL Bulletin PA20080157. 3300ICP tab: 5300 Integrated Office Companion Release 1.2 (P/N 51011221) comments upgraded per MOL Bulletin PB20080081. NEW 24 Port ONSP Card added per MOL Bulletin PA20080121 (P/N 50005731), replacing MD Part Numbers 50005103 16 Port ONS Card and 50005533 16 Port ONSP Card. 2 System License Upgrade from OPS Mgr 6.1 or higher to OPS 7.6 w/EMGR 4.0 ADDED. E911 Tab: Part Numbers 54001612 and 54001614 RATED “MD 8/15/2008” per MOL Bulletin PB20080063. SX2000 tab: E&M Trunk Card Deleted (MD). VENDOR CONTENT CHANGES – NORTELThe following proposal sections have been added: Nortel Expansion Module for IP Phone 1200 series Nortel IP Phone 1210 Nortel IP Phone 1220 Nortel IP Phone 1230 ************************************************************************** May, 2008 UpdatesSalesDoc Architect Version: 5.15 HELP FILE AND USER GUIDE UPDATESWe have recently updated the help files for both SalesDoc Architect (the end-user application) and SalesDoc Architect Manager (the application for SalesDoc Architect administrators). In addition, we have updated the PDF user manuals with tables of contents and bookmarks that make it very easy to navigate amongst the various topics. Check out the updates by downloading the SalesDoc Architect end-user guide and SalesDoc Architect Manager user guide. VENDOR CONTENT CHANGES – MITELBesides adding, discontinuing or updating Mitel parts and associated pricing and engineering data, the following changes have been made… The June 1 pricing changes have been incorporated per PA20080081, “Pricing Adjustments for 3300 ICP, SX-200 ICP Licenses and Desktop Phones.” A new MPT import function has been added to support importing CSV files exported from the newly-revised MPT tool that is being released in early June. You will see TWO import options: an option to import XML files from the old version of MPT, and an option to import CSV files from the new version. SX200 tab: Single CIM Card error DELETED. ADDED 5330 IP Phone (Backlit) per MOL Bulletin PA20080049. 3300ICP tab: ADDED 5330 IP Phone (Backlit) per MOL Bulletin PA20080049. E911 Tab: ER Advisor Release 5.0 ADDED per MOL Bulletin PA20070335. NuPoint tab: Part Number Listing ADDED for NPM IP R12.0 BASE S/W MEDIA & DOCS per MOL Bulletin PA20080103. 6100CCS Tab: Agent Portal Release 1.x and 5.x Migration Scenarios ADDED per MOL Bulletin PA20070291. Mitel Customer Interaction Solutions Version 5.4 ADDED per MOL Bulletin PA20080051. VCON tab: The VCON tab and all related parts have been discontinued. VENDOR CONTENT CHANGES – INTER-TELChanges were made to several proposal sections to correct a problem with regard to how section titles were appearing in the table of contents. VENDOR CONTENT CHANGES – NORTELThe following proposal sections have been added: Nortel Communication Server 2000 Compact Nortel Secure Multimedia Controller 2450 Nortel Business Terminal Series T7406E (replaces 7406) The following proposal sections have been discontinued: Nortel Meridian Mail Nortel T7406 (phone) ************************************************************************** April, 2008 UpdatesSalesDoc Architect Version: 5.1 SALESDOC ARCHITECT (END-USER) FUNCTIONALITY CHANGESNEW! A Show $0 items as “Incl.” option has been added to the schedule of equipment and services dialog box. This enables you to replace $0 items with “Incl.” (included) in the schedule of equipment and services output. HELP FILE AND USER GUIDE UPDATESWe have recently updated the help files for both SalesDoc Architect (the end-user application) and SalesDoc Architect Manager (the application for SalesDoc Architect administrators). In addition, we have updated the PDF user manuals with tables of contents and bookmarks that make it very easy to navigate amongst the various topics. Check out the updates by downloading the SalesDoc Architect end-user guide and SalesDoc Architect Manager user guide. VENDOR CONTENT CHANGES – MITELBesides adding, discontinuing or updating Mitel parts and associated pricing and engineering data, the following changes have been made to the product tabs… SX200 tab: In CONTROL MENU, Option ADDED to allow for Hospitality Package PE Node ADDITIONS vs ASU II card Additions for ONS Circuit Equipped/Growth. 3300ICP tab: Software Options DELETED per April 2008 EDL. SX2000 Tab: Manufacture Discontinue Dates listed for SX-2000 to 3300 Transition per MOL Bulletin PB20070201. NuPoint tab: Release 12.0 Software Applications ADDED (per MOL Bulletin PA20080041). VCON Tab: Mitel no longer to Resell VCON product per MOL Bulletin PB20080027. 6500Spch Tab: Software Options DELETED per April 2008 EDL. Item categories have been added for “6510Ports” and “LBGLicense” (Live Business Gateway licenses), enabling you to reference these items for use in other configuration calculations. VENDOR CONTENT CHANGES – INTER-TELThe function to import files from the Inter-Tel configurator has been changed so that users can enter additional per-project discounts and the cost of discountable items will change appropriately. Your SalesDoc Architect administrator should enter your appropriate Inter-Tel discount into the Vendor Discount Categories table within SalesDoc Architect Manager. In addition, several new proposal document sections have been added: Inter-Tel Telephony Manager Inter-Tel 3000 32-key DSS Console Inter-Tel Classic Standard Display Set Inter-Tel Classic Basic Digital Set Inter-Tel Classic Executive Display Set Inter-Tel Classic Direct Station Unit Inter-Tel 8524 Wireless Digital Set Inter-Tel 8525 Wireless Digital Set Inter-Tel 8601 Wireless IP Set Inter-Tel 8664 Wireless IP Set Inter-Tel 8665 Wireless IP Set Inter-Tel 3000 Broadband Module Inter-Tel 3000 Voice Messaging Module Remote Support Attendant Console VENDOR CONTENT CHANGES – NORTELNumerous changes have been made to the proposal documents since the release on February 18, 2008. VENDOR CONTENT CHANGES – AVAYANEW! Avaya proposal content has just been added to SalesDoc Architect. ************************************************************************** March, 2008 UpdatesSalesDoc Architect Version: 5.1 HELP FILE AND USER GUIDE UPDATESWe have substantially updated the help files for both SalesDoc Architect (the end-user application) and SalesDoc Architect Manager (the application for SalesDoc Architect administrators). In addition, we have updated the PDF user manuals with tables of contents and bookmarks that make it very easy to navigate amongst the various topics. Check out the updates by downloading the SalesDoc Architect end-user guide and SalesDoc Architect Manager user guide. VENDOR CONTENT CHANGES – MITELBesides adding, discontinuing or updating Mitel parts and associated pricing and engineering data, the following changes have been made to the product tabs… 3300ICP tab: Software Assurance Program Update Part Numbers ADDED per MOL Bulletin PA20080012. Teleworker Single Server Dual Disk ADDED. System Selection “Drop Down” menu has been modified to DELETE reference to 300/1400 Controllers. 6510 Tab: New x3200 and x3500 Message Servers and associated Rack Mount kit part numbers ADDED. ExprMsgr tab: 4 and 8 Port System Part Numbers DELETED. PfyreCAS Tab: DELETED various Mitel Call Accounting Platinum 1 Support and Re-Enlist penalty P/Ns. VENDOR CONTENT CHANGES – NORTELNumerous changes have been made to the proposal documents since the last release on February 18, 2008. VENDOR CONTENT CHANGES – AVAYANEW! Avaya proposal content has just been added to SalesDoc Architect. ************************************************************************** February, 2008 UpdatesSalesDoc Architect Version: 5.1 HELP FILE AND USER GUIDE UPDATESWe have substantially updated the help files for both SalesDoc Architect (the end-user application) and SalesDoc Architect Manager (the application for SalesDoc Architect administrators). In addition, we have updated the PDF user manuals with tables of contents and bookmarks that make it very easy to navigate amongst the various topics. Check out the updates by downloading the SalesDoc Architect end-user guide and SalesDoc Architect Manager user guide. VENDOR CONTENT CHANGES – MITELBesides adding, discontinuing or updating Mitel parts and associated pricing and engineering data, the following changes have been made to the product tabs… 3300ICP tab: ADDED 3300 Hospitality Software Bundle per MOL PA20070369 and associated “Drop Down” Menu at the top of the tab Added input cells (G26 and G27) for SIP user and trunk licenses. Corrected Software selection for CX system requiring “IP Networking”. Various items designated MANUFACTURE DISCONTINUED 1/31/2008 are REMOVED from tab. ADDED 3300 Release 8.0 software upgrade for a systems not covered by software assurance. ADDED 3300 MXe Rack Mount Brackets. ADDED 2 Sys License OPS 6.1 or higher to OPS 7.6 w/EMGR 4.0. SX200 tab: Various items designated MANUFACTURE DISCONTINUED 1/31/2008 are REMOVED from tab. CORRECTED New Hospitality System Configuration Calculations. Spectral tab: Various items designated MANUFACTURE DISCONTINUED 1/31/2008 are REMOVED from tab. SX2000 tab: Various items designated MANUFACTURE DISCONTINUED 1/31/2008 are REMOVED from tab. VCON tab: Various items designated MANUFACTURE DISCONTINUED 1/31/2008 are REMOVED from tab. ExprMsgr tab: DELETED 6 Port Express Messenger System Option (Per EDL). NuPoint tab: DELETED Various Manufacture Discontinued Components (Per EDL). ************************************************************************** January, 2008 UpdatesSalesDoc Architect Version: 5.1 SALESDOC ARCHITECT MANAGER FUNCTIONALITY CHANGESNEW! An “internal” document type has been added to Section Manager, enabling you to generate internal documents like implementation guides, operational procedures, leasing sheets and other non-customer documents. As with other doc section types, you can configure these doc sections to generate in multiple ways (by association with a part number or item type, or by using configuration logic on an Excel tab). This means that you can generate a proposal or statement of work for a particular solution that you’ve configured, then generate the associated “internal” implementation process document (e.g.) with just a couple more mouse clicks! To fully implement “internal” doc types, we’d suggest creating one or more new doc templates (in Template Manager), then updating the DocTemplate formula on the MiscProd tab to configure the appropriate doc template when PropDocType = “Internal”. NEW! Additional networked SalesDoc Architect deployment options are now available, enabling you to more effectively set up a central “SalesDoc Architect server” location for data and/or end-user update files. New this month is an option to maintain and update the SalesDoc Architect data files on an administrator’s machine, then automatically copy the program and data updates to a shared drive. We’ve also added a new PQMgrRequestService application that runs as a service on the SalesDoc Architect server to monitor for requests from SalesDoc Architect Manager clients (i.e., users running SalesDoc Architect Manager on machines other than the SalesDoc Architect server) to create SalesDoc Architect update packages for end-users, back up SalesDoc Architect Manager files and compress the server’s SalesDoc Architect database. You can download this application from our SalesDoc Architect updates email. Installation instructions can be found in the “Installing PQMgrRequestService” topic within SalesDoc Architect Manager’s Help. NEW! The Reports.xls reporting utility (in the PQManager folder) has been updated to include document size in the “Doc sections” report, enabling you to easily find the doc sections that are unnecessarily weighing down output documents and the SalesDoc Architect database. We’ve also added an option to export the SalesDoc Architect database so that it can be imported into Tigerpaw. NEW! New template files have been added to the PQManager\Templates folder: New product tab.xlt, which helps you to create new product configuration tabs. For more information, please see the “Creating and Updating Product Configuration Tabs” topic within SalesDoc Architect Manager’s Help. New proposal tab.xlt, which helps you to create new proposal configuration tabs. For more information, please see the “Creating Proposal Generation Tabs” topic within Library Manager’s Help. WordToPQ.dot, which you can use as the starting point for creating the integration between any contact manager (ACT!, Outlook or any contact manager or CRM solution that can merge data into a Word doc) and SalesDoc Architect. For more information, please see the “Integration with CRM & Contact Management Systems” topic within SalesDoc Architect Manager’s Help. New doc section.dot, which can be used to create a “clean” new doc section for insertion into Section Manager. For more information, please see the “Creating a ‘Clean’ New Document Section” sub-topic of the “Section Manager” topic within Library Manager’s Help. VENDOR CONTENT CHANGES – MITELBesides adding, discontinuing or updating Mitel parts and associated pricing and engineering data, the following changes have been made to the product tabs… SX200 tab: MX w/ASU Hospitality Hardware and Software Packages ADDED per MOL PA20070343. 3300ICP tab: Various Updates and Corrections made in accordance with January 2008 EDL. 6100CCS tab: Competitive Displacement Part Numbers DELETED |